BFGIX Mutual Fund
BFGIX Mutual Fund
NAV$65.91
AUM$107M
TER1.05%
Holdings30
See how much of BFGIX you already own
BFGIX Mutual Fund
NAV$65.91
Baron Focused Growth Fund Institutional Class
AUM$107M
TER1.05%
Holdings30
See how much of BFGIX you already own
BFGIX Mutual Fund Overlap Analysis
BFGIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BFGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, BFGIX may share significant positions with broad-market funds.
BFGIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BFGIX tax-loss harvesting finds highly correlated but non-identical funds.